See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,386 | $92,985-54.4% | $153,485-72.4% | $80,856-47.6% |
| Participation rate | 97.0% | 69.0%+28.0pp | 77.1%+19.9pp | 67.6%+29.3pp |
| Annual return | 11.53% | 19.95%-8.4pp | 15.65%-4.1pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,070 | $3,507-12.5% | $5,039-39.1% | $2,755+11.5% |
| Participant deferral / active EE | $6,730 | $5,178+30.0% | $6,757-0.4% | $4,296+56.7% |
| Admin fee / account holder | $6,490 | $8,880-26.9% | $12,724-49.0% | $6,918-6.2% |